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To: ild who wrote (271505)	12/19/2003 2:55:35 PM
From: patron_anejo_por_favor	Respond to of 436258

<<If you expect stagnant POG in USD but collapsing Rand then ASA's discount may well expand.>> Could happen, and would be a great buying op if it does.

To: ild who wrote (271505)	12/19/2003 3:02:53 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

Trotsky on SA dirts: Date: Fri Dec 19 2003 12:28 trotsky (Homestake@van Eeden) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved i think he's all wet. the important thing is the fact that the JSE All Golds index has held up far better than it SHOULD have in view of the Rand PoG - this is an important bullish technical divergence imo. stocks with exposure to SA gold assets will probably lead the next up leg. also, let's not forget, no-one comes even close in terms of reserves and resources... Date: Fri Dec 19 2003 12:21 trotsky (South African gold stocks) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved biggest leverage to Rand gold price: DROOY. nr. 2: HMY, nr. 3: GFI stocks with significant exposure to South African assets: AU, GBN, BGO, CALFV, PDG. and then there is Afrikander Lease, whose decision to close the open pit mine was the signal that the Rand gold price was about to take off....